Privacy Policy

How Wyzmindz Solutions Private Limited handles information in the AUTOSherpa CRM platform, its web application, and the AUTOSherpa CRM mobile application.

Effective Date: 7 September 2026  ·  Applies to: AUTOSherpa CRM (web) and the AUTOSherpa CRM mobile app (com.autosherpa.workspace)

Contents

  1. Introduction
  2. Scope
  3. Our Role and Your Organization’s Role
  4. Information We Collect
  5. Information You Provide
  6. Account and Authentication Information
  7. Workspace / Tenant Information
  8. CRM and Business Information
  9. Location Information
  10. Camera and Photos
  11. Files and Documents
  12. Communication, Calling and Interaction History
  13. Notifications
  14. Device Permissions and Technical Information
  15. How We Use Information
  16. How We Share Information
  17. Third-Party Services
  18. Organization / Tenant Data
  19. Data Storage
  20. Local Storage on Your Device and Browser
  21. Logging and Diagnostics
  22. Data Retention
  23. Data Security
  24. User Rights
  25. Account and Data Deletion
  26. Children’s Privacy
  27. International Data Transfers
  28. Changes to This Privacy Policy
  29. Contact Us

1. Introduction

Wyzmindz Solutions Private Limited (“Wyzmindz”, “we”, “us”, “our”) develops and provides AUTOSherpa CRM — a multi-tenant, workflow-driven customer relationship management platform built for automotive sales and service operations. The platform consists of a browser-based web application, the online services that support it, and a companion mobile application published under the display name AUTOSherpa CRM (bundle identifier com.autosherpa.workspace on both the Apple App Store and Google Play).

AUTOSherpa CRM is used by authorized business users to manage customer and lead information, sales and service activities, follow-ups, appointments, test drives, bookings, digital forms, documents, communications and other business operations. Where an organization enables it, the application also provides call-related functionality so that authorized users can place customer and lead calls directly from CRM workflows.

AUTOSherpa CRM is business software. It is licensed to organizations (“Customers”), and it is used by people those organizations authorize — employees, agents, supervisors and administrators (“Users”, “you”). Access requires an account provisioned inside an organization’s workspace; the applications have no public, self-service or consumer sign-up.

This Privacy Policy explains what information the platform handles, why it is handled, where it is stored, and what choices are available to Users and to the organizations that operate a workspace.

Wyzmindz Solutions Private Limited is the publisher of the AUTOSherpa CRM application on the Apple App Store and Google Play, and is the entity responsible for this policy. The website on which this policy is published, and the contact address support.crm@wyzmindz.com, are operated by Wyzmindz Solutions Private Limited.

By downloading, accessing or using AUTOSherpa CRM, you acknowledge the practices described in this Privacy Policy.

2. Scope

This policy covers:

  • The AUTOSherpa CRM mobile application for iOS and Android.
  • The AUTOSherpa CRM web application.
  • The online services the applications connect to over secure connections in order to deliver workflows and records, notifications, document storage and reporting.

This policy does not cover the internal privacy practices of the organizations that license the platform, the content those organizations choose to store in their workspace, or third-party applications you may open from the app (for example your device dialer, messaging app, WhatsApp, or email client).

3. Our Role and Your Organization’s Role

AUTOSherpa CRM is a business-to-business product, and the relationship works in three layers:

Who controls what in a workspace
Party Role
Wyzmindz Builds and operates the platform software. We process workspace data on the instructions of the organization that licenses the platform, in order to run, support and maintain the service.
Your organization (the tenant) Decides which workflows, stages and dynamic form fields exist, what customer, lead or dealer information is collected, who is invited as a User, what roles and permission codes each User holds, whether calling and messaging features are enabled, and how long records are kept. The organization determines the purposes of the data held in its workspace.
You (the User) Sign in with an account issued by your organization and work on the records assigned or made visible to you by your organization’s configuration.

Note: If you are an employee, agent or contractor using AUTOSherpa CRM, questions about why particular information is collected should go to your organization’s CRM administrator first. Those choices are made by your organization, not by Wyzmindz.

4. Information We Collect

The platform handles the categories of information described in sections 5 to 14. Some of it is entered by you, some is created by the platform as you work (for example assignment and allocation history), and some is technical information needed to operate the applications.

The applications do not include any advertising, marketing-tracking, usage-analytics or crash-reporting service. We do not build advertising profiles and we do not sell information.

5. Information You Provide

Information you enter directly into the applications includes:

  • Values you type or select in dynamic forms.
  • Dispositions, remarks, comments and notes recorded against a workflow record.
  • Search terms and filter selections used to find records.
  • Files, documents and images you attach to a record.
  • Recipients and message variable values you supply when sending a templated communication.

6. Account and Authentication Information

Sign-in is handled by a dedicated identity and access management service operated for the platform. You sign in on that service’s own secure sign-in page rather than inside the application, and the applications never see or store your password.

In connection with authentication, we handle:

  • Your username or email address, and the sign-in details you present to the identity service.
  • The secure session credentials issued to you after sign-in.
  • Session state: when you signed in, when your session was last renewed, and whether it has expired.

7. Workspace / Tenant Information

The platform is multi-tenant. Every request is checked against the workspace it belongs to before any data is read or written, and each organization’s data is held separately from every other organization’s data. Workspace-level information includes the tenant identifier and name, workflow and stage definitions, form definitions, and user permissions.

8. CRM and Business Information

The core purpose of the platform is to hold and progress your organization’s business records. Depending entirely on how your organization has configured its workflows and forms, this may include:

  • Customer, lead and dealer information.
  • Workflow and stage records.
  • Assignment and reassignment.
  • Allocation history.
  • Dataset history.
  • Stage documents / transaction files.
  • Interaction history.

9. Location Information

The AUTOSherpa CRM mobile app requests location permission only when a form you are filling contains a location field and you tap the control to capture your position. There is no background location collection, no continuous tracking, and no location history is gathered while the app is in the background or closed.

10. Camera and Photos

The app asks for access to your photo library — and, where you choose to take a new picture, your camera — only at the moment you tap an image or file field, or attach an image to a record. Selected images are uploaded to your organization’s workspace storage.

11. Files and Documents

You can attach documents to records through file fields and stage document areas, and you can view, download and open documents that others in your workspace have attached. Uploaded files are transmitted over an encrypted connection.

12. Communication, Calling and Interaction History

Where your organization has enabled it, you can act on a record through communication channels (Device hand-off, Dialer hand-off, Direct dialing, Server-initiated click-to-call, Server-sent templated messages). In every case the platform records an interaction history entry against the record.

13. Notifications

The mobile app delivers push notifications through the push notification services operated by Google (on Android) and Apple (on iOS). Push notifications are optional at the operating-system level.

14. Device Permissions and Technical Information

To operate and secure the applications, the platform handles limited technical information like App version, Device OS, Network connectivity, and IP address.

15. How We Use Information

Information in the platform is used to authenticate you, deliver core CRM functionality, send notifications, carry out communications, maintain audit trails, cache data locally, and operate/secure the platform. We do not use workspace data for advertising, and we do not sell it.

16. How We Share Information

Information is shared only within your workspace, with your organization, with infrastructure providers, with applications you hand off to, where required by law, or in a corporate transaction.

17. Third-Party Services

The platform relies on third-party services like identity and access management, push notification services, cloud hosting, email service providers, and SMS/WhatsApp messaging providers.

18. Organization / Tenant Data

All CRM content in a workspace belongs to the organization that licenses the platform. Wyzmindz handles that content on the organization’s behalf.

19. Data Storage

Workspace data is stored in our online services on managed cloud infrastructure over encrypted connections.

20. Local Storage on Your Device and Browser

To stay responsive, AUTOSherpa CRM stores cached data locally on your device or browser. This data is removed when you sign out or clear the app’s data.

21. Logging and Diagnostics

Our services keep operational logs (requests, errors) to run, secure, and troubleshoot the platform.

22. Data Retention

AUTOSherpa CRM content is retained for as long as your organization’s workspace remains active, or for the period your organization configures or instructs.

23. Data Security

Security measures include centralized sign-in, session verification, workspace segregation, role checks, encryption in transit, and file restrictions.

24. User Rights

You can view/update records, manage device permissions, and sign out at any time. Raise data rights requests with your organization’s CRM administrator.

25. Account and Data Deletion

To have your account disabled or deleted, contact your organization’s CRM administrator. You may also contact support.crm@wyzmindz.com.

26. Children’s Privacy

AUTOSherpa CRM is not directed to children, and we do not knowingly collect personal information from children.

27. International Data Transfers

Data is hosted depending on the deployment configuration agreed with your organization.

28. Changes to This Privacy Policy

We may update this Privacy Policy as the platform develops or as legal requirements change. Continued use indicates acceptance.

29. Contact Us

Company: Wyzmindz Solutions Private Limited
Email: support.crm@wyzmindz.com